See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,396 | $117,381-38.3% | $99,443-27.2% | $152,861-52.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.81% | 31.87%-10.1pp | 30.72%-8.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,306 | $3,013+109.3% | $2,540+148.3% | $4,762+32.4% |
| Participant deferral / active EE | $4,167 | $4,086+2.0% | $3,619+15.1% | $5,850-28.8% |
| Admin fee / account holder | $1,221 | $7,631-84.0% | $6,250-80.5% | $11,596-89.5% |